Wealth Scenario Generator
As financial services products become ever more complex, it is increasingly important that the financial advice process adequately assesses the risk and return balance within a client’s portfolio and how this fits both with their attitude to risk and their long term investment objectives.
Barrie & Hibbert's Wealth Scenario Generator is a sophisticated software tool that covers a wide range of inputs including:
- customer objectives
- attitude to risk
- investment strategies
- asset allocations
- cash flow scenarios
These then allow the user to project wealth outcomes for customers across a full range of products and associated liabilities, before presenting the results in an intuitive client-friendly format.
Benefits:
- With the regulatory agenda focusing on the customer experience delivered by product providers and advisers, the Wealth Scenario Generator helps to explain product risks and benefits using an objective, independent basis.
- Results are delivered in an easy-to-use client-friendly format, which engages clients in the planning process.
- Helps to ensure that clients' investment portfolios reflect their long-term goals and attitude to risk.
- Provides access to a global 'best-of-breed' financial model that supports fair and clear communication to customers and regulators.
- Easily integrated into product providers online financial planning and adviser sales tools.
- Is an ideal solution for platform providers looking to develop market-leading modelling tools as part of their proposition.